See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,661 | $109,881-84.8% | $150,045-88.9% | $84,808-80.4% |
| Participation rate | 55.3% | 76.1%-20.8pp | 82.3%-27.0pp | 68.3%-13.0pp |
| Annual return | 19.10% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,535 | $3,561-56.9% | $4,693-67.3% | $2,631-41.7% |
| Participant deferral / active EE | $1,996 | $6,636-69.9% | $7,997-75.0% | $4,212-52.6% |
| Admin fee / account holder | $1,365 | $8,568-84.1% | $13,435-89.8% | $7,344-81.4% |